Jake
Buman

Cuso Financial Services, L.P

CRD#6637766
Investment Advisor
in Kimberly, WI

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About this Advisor

Jake Buman is a financial advisor based in Kimberly, Wisconsin, who has 11 years of work experience. Buman works at Cuso Financial Services, L.P. Over the course of their career, Buman has held roles at Bmo Harris Bank, Wells Fargo Bank, N.A, Cuso Financial Services, Lp and Community First Credit Union. Buman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wisconsin. Cuso Financial Services, L.P is an advisory business that has its headquarters in Kimberly, Wisconsin. It has offices in 929 locations and a total of 656 advisors. It manages $4 billion in assets between its 24,999 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 24,999 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically vary depending on the type of services. Fee types billed by Cuso Financial Services, L.P likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

600 W Kimberly Avenue
Kimberly, WI 54136

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

WI Average: $7,578,581,321
Total Number of Employees

656

WI Average: 43
Total Number of Accounts

24,999

WI Average: 3,727
Average Account Size

$175,389

WI Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jake Buman Work History

Jake has 11 years of experience.

2018 - Present (4 years)

Cuso Financial Services, Lp

2018 - Present (4 years)

Community First Credit Union

2016 - 2018 (2 years)

Bmo Harris Bank

2011 - 2016 (5 years)

Wells Fargo Bank, N.A

Disclosures

Jake Buman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Aimee Morrison
Newark, OH
Daniel Cass
Littleton, CO
Fitzhugh Mcmurry
Mooresville, NC
Susan Mauri
San Diego, CA
Scott Daggan
San Diego, CA
Nicholas Schaaf
New Port Richey, FL
Theodore Paprocki
Moline, IL

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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